Split Payments when Entering Gifts

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Kristin Meli
Kristin Meli
Eighth Anniversary First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi All,


Is there a way to split a payment when entering gifts--for example, if someone would pay with half cash and half credit?


Thank you,


Kristin
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    None that I'm aware of. If you're processing credit card through RE "no" for sure as it would charge full amount. If it passes your finance guidelines/procedures, the only thing that comes to mind right now would be to enter it as cash and note in reference $ paid by card. If you're posting gifts to accounting your amounts for paymethod are not going to match up.
  • Michael Langley 2
    Michael Langley 2
    Eighth Anniversary 10 Comments 25 Likes Photogenic
    I don't believe so.  There is only one pay method and that determines what fields are included.  You would have to enter two payments.


    Michael.
  • Ryan Hyde
    Ryan Hyde
    Tenth Anniversary 1,000 Likes 500 Comments Name Dropper

    Kristin Meli:

    Hi All,


    Is there a way to split a payment when entering gifts--for example, if someone would pay with half cash and half credit?


    Thank you,


    Kristin

    As others have said, there's no way to split payment types. I wonder, though, how important it is to record the payment type all the time. Maybe you can just do payment type of 'other' and record the detals in a note? In my particular use case of RE, that's what I'd do, but I don't run any reports based on payment type.


    Unless, of course, I was processing the credit card via BBMS directly in a gift batch. In that case, I'd have to do two gifts because the CC portion would be tied to a specific financial transaction.

  • Christine Cooke 2
    Christine Cooke 2
    Ancient Membership 1000 Comments 500 Likes Name Dropper

    Kristin Meli:

    Hi All,


    Is there a way to split a payment when entering gifts--for example, if someone would pay with half cash and half credit?


    Thank you,


    Kristin

    If someone is paying by two different pay methods - I would enter each half as a separate gift and put a note in Reference that the other half was paid with the other method.  At my org, and others I have worked at, gifts are entered in batch by pay method.  It makes reconcilation easier for sure. 

     
  • Susan Chomsky
    Susan Chomsky
    Tenth Anniversary 100 Comments 100 Likes Photogenic

    Notes, notes, copious notes

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